Client Services

Changing Jobs?  Retiring ?

Innovative ideas to make your Retirement Money work harder for you!  Complete Portfolio Restructuring or focus given to Specific Areas.  When you want the advice, care & trust of a skilled professional.

Specializing in 401k, 403b, 457, IRA & Tax Deferred Savings Plan Roll-over Options.  We can assist you with your company's paperwork and simplify your choice of available options.


Life Events Checklist:

Events that occur in your life can affect your financial goals and plans.  Check any items below that may have changed in your life and request information to assist you in your decision making process.  Access our Contact Us area for requesting specific information.

Planning Interests:

__  Retirement Planning

__  Review Current Investments

__  IRA's: Traditional, Roth, SEP, Non-Deductible

__  Tax Preparation - efile Federal, ALL States, anytime.

__  529 College Plan for child or grandchild

__  Tax Advantaged Investing

__  CD & Savings Bond Alternatives

__  Social Security Planning

Employment Events:

__  Rollover of old 401k, 403b, IRA, 457, or Pension Plan

__  Change or Loss of Your Job

__  Have Retired Recently or Plan to Retire Soon

__  Review or Start your 401k, 457, 403b or IRA at Work

Personal Events:

__  Received or About to Receive A Large Sum of Money or Inheritance

__  Purchase or Sale of Home or Secondary Residence

__  Recently or Soon To Be Married

__  Divorce or Separation

__  Death, Long Term Illness or Disability of Relative

__  Birth of Child or Grandchild

__  Significant Change In Household Income

Insurance Interests:

__  Purchase, Quote or Review Life Insurance

__  Quote or Review Auto, Home or Renter's Insurance

__  Purchase or Quote Long Term Care Insurance

__  Purchase or Quote Landlord's Insurance

__  Quote or Review Classic Car Insurance

__  Quote or Review Flood Insurance

Referral Rewards Program:

__  Request info on our Referral Rewards Program: Cash and/or Discounts for referring Friends, Family, Fellow Workers or Business  Associates to us.  Most of our new clients come from our existing Clients.  We very much appreciate your referrals.


Investments through Leigh Baldwin & Co., LLC Broker Dealer, Cazenovia, NY, member FINRA & SIPC.

Our insurance division provides coverage & quotes for: Life , Auto, Homeowners, Renters, Long Term Care Plans including Partnership Plans, Medicare Supplement Plans, Classic Autos & Boats, Yachts, Boats, RV's, Motorcycles, Apartment Buildings, Key Employee Life, Buy/Sell Agreement & Stock Redemption Funding Life Policies, Business Owners, Contractors, NYS Disability, Workers Comp, etc.